Why subscribe?
I publish three main types of content, each of which I believe should be useful to anyone interested in equity investing:
Deep dive research pieces on individual companies that I think are undervalued.
Business case studies detailing the great successes and great failures of the business world; and what we can learn from them as investors. Charlie Munger has expressed that he believes case studies are the best form of education for an investor - I happen to share his view.
General musings on investing - such as how to subdue your brain’s irrational “System 1” in investing, why index investors should temper their expectations, and the most common mistakes I see value investors make (coming soon).
I focus on quality over quantity (only 7 posts in the last 8 months), and my posts are never paywalled — meaning you don’t have to worry about me spamming your inbox with posts you can’t even read (I hate this).
Finally, I maintain a transparent virtual portfolio here, so readers can see the historical performance of my picks. After all, why listen to me if I underperform the S&P by 10 points a year? (Granted, it was started in May 2024, so we’ll have to take the results with a pinch of salt for a while yet.)
If you’re already subscribed, but you want to show your appreciation for the content I put out here, the best thing you can do (aside from recommending me as a new hire at your investment fund…) is share this blog with a friend or fellow investor. Thanks!
